For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Managing folder location of a package (assigning, de-assigning, removing from folder)
Managing the folder location of a package in Snapdocs RON (formerly Pactima) is an essential skill for organizing your eSignature and eNotary transactions. This guide will provide you with detailed instructions on how to assign, de-assign, or remove a package from a folder. This process can be done from both the listing page and during the package preparation phase.
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### From the eSignatures Listing Page
1. **Access eSignatures Listing**: Start by logging into your Snapdocs RON (formerly Pactima) account. Click on the 'eSignature' button located at the top in the header. This will take you to the main eSignature area.
2. **Navigate to the Package**: Use the sidebar to navigate to the specific package you want to manage. Locate the package in the listing.
3. **Open Action Dropdown**: Once you've found the package, look for the 'Action' column. Here, you'll see a dropdown button (often represented by three dots or an arrow). Click on this button to view more options.
4. **Manage Folder Location**: In the dropdown menu, select 'Manage Folder Location.' This option allows you to change the folder assignment of the package.
5. **Select or Deselect Folder**: A list of folders will appear. To move the package into a folder, click to select the desired folder (a check mark will appear next to your selection). If you wish to remove the package from any folder, simply uncheck any selected folder.
6. **Save Changes**: After assigning or de-assigning the folder, make sure to click 'Save Changes' to apply your modifications.
### During Package Preparation
1. **Enter Preparation Screen**: If you are in the process of preparing a package and wish to manage its folder location, click on 'Continue Editing' to enter the preparation screen.
2. **View Current Folder Assignment**: If the package is already assigned to a folder, you will see the folder name listed below the 'Select Package Type' heading.
3. **Remove from Folder**: To remove the package from the current folder, click the 'Delete' button next to the folder name.
4. **Assign to a New Folder**: If the package is not in a folder or you wish to change its folder, look for the 'Assign Folder' section. Click on this area to open a pop-up with a list of folders.
5. **Choose Folder and Confirm**: In the pop-up, select the folder you wish to assign the package to, and then click 'Select Folder' to confirm your choice.